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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
Evercore Wealth Management
New York
$483K – – –
WANY
352
Wealthspire Advisors (New York)
New York
$479K +$479K +6,635 New
GAM
353
Griffin Asset Management
New York
$477K -$130K -1,796 -21%
SWM
354
SVA Wealth Management
Wisconsin
$474K -$34.2K -474 -7%
BIM
355
Bridges Investment Management
Nebraska
$473K – – –
PAM
356
Palisade Asset Management
Minnesota
$472K +$92.4K +1,280 +24%
PPA
357
Parametric Portfolio Associates
Washington
$461K -$4.91K -68 -1%
LA
358
LexAurum Advisors
Kansas
$458K +$505 +7 +0.1%
BMWM
359
Brown Miller Wealth Management
Virginia
$457K +$457K +6,324 New
SWMP
360
Signature Wealth Management Partners
New Jersey
$455K +$455K +6,300 New
PS
361
Planned Solutions
California
$454K +$454K +6,284 New
MAWCM
362
Mine & Arao Wealth Creation & Management
California
$451K – – –
IB
363
Intrust Bank
Kansas
$450K -$175K -2,424 -28%
PWM
364
Perigon Wealth Management
California
$448K – – –
SIC
365
Sigma Investment Counselors
Michigan
$448K +$448K +6,208 New
CIA
366
Capital Investment Advisors
Georgia
$447K +$144 +2 +0%
MFW
367
Mosaic Family Wealth
Missouri
$446K – – –
FMWA
368
Forvis Mazars Wealth Advisors
Missouri
$445K – – –
SFS
369
Sowell Financial Services
Arkansas
$444K +$17.7K +245 +4%
HCA
370
Heck Capital Advisors
Wisconsin
$441K -$30K -415 -6%
RFWA
371
RPg Family Wealth Advisory
Massachusetts
$440K -$10.7K -148 -2%
UR
372
USCA RIA
Texas
$439K – – –
DY
373
Dowling & Yahnke
California
$438K -$39K -540 -8%
PP
374
Professional Planning
California
$435K +$435K +6,023 New
BUB
375
BBVA USA Bancshares
Texas
$434K -$197K -2,721 -31%
13 14
15
16 17